Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walgenia? Claim Your ProfileWalgenia Hazel George is a registered representative with J.P. Morgan Securities LLC, holding the Series 7, Series 63, Series 66, Series 6TO and SIE licenses. Walgenia has been in the financial services industry since 2000. Previously, Walgenia worked at NYLIFE Securities LLC, UBS Financial Services Inc., and J.P. Morgan Securities LLC in Bronxville, New York. Walgenia specializes in various financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/10/2019 - Present
J.p. Morgan Securities LLC (HASTINGS ON HUDSON NY)
NY
09/09/2014 - 12/24/2014
J.P. MORGAN SECURITIES LLC (BRONXVILLE NY)
NY
05/28/2012 - 08/28/2014
NYLIFE SECURITIES LLC (REGO PARK NY)
NY
09/19/2000 - 09/16/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BC
Issued 06/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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